For Toni Sacconaghi, A stands for Apple and Ambivalence
"The upshot is that we believe consensus estimates are too high for FY 23, though we struggle in gaining conviction on the magnitude and exact timing of shortfalls."
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]